Formilla Edge Targeted Messaging Platform for Sales and Marketing

Formilla Edge works with any website platform. The fastest way to install is to use this plugin; simply activate the plugin and choose Formilla Edge from the WordPress admin menu. You'll see a link to Sign Up for a Formilla account and use the Plugin ID you receive to activate the plugin. You can alternatively copy and paste your unique Formilla code snippet to your webpage(s) instead. To get the code snippet, login to your Formilla.com account > click Settings in the left menu > then choose Installation from the sub-menu. On the following page, you'll see simple instructions to copy/paste the code into each of your pages. Note: you only need to install this once to power your Formilla account.

Yes, this plugin easily installs with WooCommerce sites. Install and activate the plugin from within your WordPress/WooCommerce admin panel.

No, we made it simple for existing live chat customers as Formilla Edge is now available to all Formilla customers! If you are currently using our live chat script or plugin, no need to add any additional plugin or code. Simply login to your Formilla account and navigate to Smart Messages in the left menu, then click the Create Smart Message button to configure your first in-app message, for example.

To create a new in-app or email message, or to find your existing Smart Messages, mouse over "Automation" in the left menu of the Formilla dashboard, then select Smart Messages from the sub-menu that appears. Here you can view the status of your existing messages and their performance, or simply create a new message by clicking the Create Smart Message button and choosing your desired type of message from the flydown menu. Note: to send email messages, you'll need to ensure your email address is verified with Formilla from the Settings --> Users page, and also setup your business email with Formilla. Once you create your first Email Smart Message, you'll notice a link at the top to configure your Custom Email Domain; simply follow the instructions on the next page to configure your DNS records properly.

The default setting for in-app messages is to display Once after 5 seconds. With this configuration, the message will not display again. In this case, you can test with a different browser, or modify the settings from the Advanced Options to display the widget more frequently. For instance, we recommend setting the message to display Always and to set the "Display if user has already interacted with it?" option to Yes when testing. This way, you'll continuously see the message. To find the settings mentioned, mouse over "Automation" from the left menu, then click Smart Messages from the submenu that appears. Next, click the edit/pencil icon next to your in-app message to enter the settings area, choose the 2nd tab called Message, and scroll down to the Edit Advanced Options accordion. Be sure to click the header of the accordion to expand it and find the settings.

The Formilla Lead Widgets app gives you the ability to collect email subscribers and boost your social following. You can enable it by simply logging in to your Formilla account, then mouse over Settings from the dashboard menu on the left and select My Apps from the sub-menu that appears. Next, click Add App for Formilla Lead Widgets if it isn't added yet. Now that you've enabled Formilla Lead Widgets, mouse over Settings in the left menu, and choose Widgets from the submenu that appears. Next, click the Add Edge Widget button to configure your first Edge lead widget.